Roofing Contractor Software for Production Jobs

Side-by-side comparison

Roofing jobs it fits

ProtoPM runs jobs that last days to weeks and end in a walkthrough. Office and crew see the same project, from the material order to the final cleanup.

• Residential roof replacements
• Siding installs
• Window and door replacements
• Commercial re-roofs and repairs, as a sub or direct
• Multi-day jobs where weather moves the schedule

From materials to walkthrough

Pick Roofing as your company's trade and new projects start from a template you can edit. Pick Roof replacement as the project type and these milestones are spread across the job's dates:

1. Order materials.
2. Tear-off.
3. Roof deck.
4. Roofing install.
5. Flashing.
6. Walkthrough.

In the field

• Daily logs: crew count, weather, work done and delays for each day. A rained-out day is on record the moment it happens.
• Schedule delay reasons: mark a milestone as late because of weather, materials, inspection or an owner decision, so the three-week look-ahead stays truthful.
• Inspections: a final inspection comes pre-filled on the roof replacement type. Add the permit number, date and inspector, then mark it passed, failed or re-inspect.
• Punch list at the end: the template adds a magnet sweep, gutters and haul-away.
• Files: keep the contract, material orders and before and after photos from your phone with the job.

Money and change orders

• Change log: record rotted decking, extra flashing or a scope change found at tear-off, with the cost and schedule impact, before you do the work.
• Budget and actuals in Financials, hidden from the client.
• Invoices: send deposit, progress and final invoices; invite the owner as a read-only Viewer who can see them.
• Client status report: a client-safe PDF with progress and milestones, and no budget or risks.

How ProtoPM works

Free covers unlimited projects and people, your first company free (extra companies are an add-on), and 2 GB of storage per company (more is optional, from $5/mo per company). See every feature.

1. Sign up and create a project. A title is enough.
2. Financials: budget, actuals and invoices.
3. Schedule and Field: dates, daily logs and punch items.
4. Project Delivery: changes, risks and lessons learned.

Why teams pick ProtoPM

• $0 Free plan with no end date. No credit card.
• Sign up yourself. No demo call.
• Plain tabs for schedule, field, costs and changes.
• Projects and users are unlimited on Free; core modules never cost extra. Optional company add-ons start at $5 CAD/mo when you need extras like more storage or branded documents — nobody pays per user.

When another tool wins

If you need lead tracking, aerial measurements, e-signed proposals or supplier ordering built into one roofing sales workflow, a roofing-specific CRM fits better. ProtoPM is for the production side once a job is sold. It doesn't do estimating, takeoffs or lead management, so keep those tools, and large firms that need ERP integrations or single sign-on fit enterprise suites.

How to start

1. Sign up free and confirm your email.
2. Set your company's trade to Roofing so new projects start from the right template.
3. Create the job (for example, a roof replacement) with dates and a budget.
4. Invite your crew, and add the owner as a read-only Viewer.

Prefer a spreadsheet?

Start with a free Excel template (no account needed), then move the job into ProtoPM when the crew needs it.

Common questions

What is the best project management software for roofing contractors?

For production jobs, ProtoPM: a free plan with a roof replacement template for materials, tear-off, deck, install, flashing and walkthrough, plus daily logs with weather, punch, budgets and change orders. For lead tracking and proposals, a roofing CRM fits better.

Is there free software for roofers?

Yes. ProtoPM Free costs $0 with no end date, for unlimited projects and users. No credit card.

Can I record weather delays?

Yes. Each daily log has a weather field, and a milestone can be marked late with a reason such as weather, so the schedule shows why a job slipped.

Can I send the homeowner a progress report?

Yes. Export a client status report, a client-safe PDF with progress and milestones and no budget, or invite the owner as a read-only Viewer.

Does ProtoPM do estimating, measurements or lead tracking?

No. ProtoPM runs the job once it's sold. Keep your estimating and measurement tools, and use a roofing CRM if you need lead tracking and e-signed proposals.

Related

• Project management for small contractors
• Best free options, ranked
• General contractor software
• Daily log app
• Punch list software